SIC

SJS Investment Consulting Portfolio holdings

AUM $790M
1-Year Est. Return 16.69%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.69%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$586M
AUM Growth
+$7.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,696
New
Increased
Reduced
Closed

Top Buys

1
+$6.67M
2
+$4.78M
3
+$2.98M
4
WSBC icon
WesBanco
WSBC
+$2.46M
5
VCRM
Vanguard Core Tax-Exempt Bond ETF
VCRM
+$2.29M

Top Sells

1
+$2.55M
2
+$1.96M
3
+$1.94M
4
AVUS icon
Avantis US Equity ETF
AVUS
+$584K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$186K

Sector Composition

1 Technology 4.33%
2 Consumer Staples 3.8%
3 Healthcare 3.35%
4 Financials 2.61%
5 Consumer Discretionary 1.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1076
$805 ﹤0.01%
89
1077
$805 ﹤0.01%
11
1078
$797 ﹤0.01%
16
-4
1079
$796 ﹤0.01%
5
1080
$794 ﹤0.01%
22
1081
$791 ﹤0.01%
+18
1082
$789 ﹤0.01%
24
+4
1083
$788 ﹤0.01%
3
+1
1084
$787 ﹤0.01%
+31
1085
$787 ﹤0.01%
9
1086
$787 ﹤0.01%
4
-1
1087
$787 ﹤0.01%
15
+12
1088
$783 ﹤0.01%
16
+3
1089
$779 ﹤0.01%
11
1090
$777 ﹤0.01%
10
+4
1091
$775 ﹤0.01%
7
-3
1092
$775 ﹤0.01%
19
-3
1093
$770 ﹤0.01%
7
1094
$764 ﹤0.01%
10
+2
1095
$763 ﹤0.01%
6
1096
$761 ﹤0.01%
7
-5
1097
$761 ﹤0.01%
22
+15
1098
$760 ﹤0.01%
42
1099
$760 ﹤0.01%
23
1100
$758 ﹤0.01%
22
42 43
44
45 46